How can I set values from the parent record in a new child record. If you try doing this with a formula, field update or process builder the values don't show up until after you save the record. Is there any way to access these values so they appear in a new child record before it is saved?I have seen references to using field updates or process builder to achieve this but I have not seen it work that way.Thanks,Tom
hi Tom,You need to update the field as the first method on the before trigger of the child object and then you can take the refrences in your PB or trigger down the line.
